Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
IRON FINANCIAL LLC | 01-19-2024 | 12-31-2023 | 98 | 176,213,883 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
CME GROUP INC | COM | 1 | $15,627,732 | 74,206 | 0.01 | 0.01 | -241 | -0.32 | 12-31-2023 |
APPLE INC | COM | 2 | $12,624,354 | 65,571 | 0.01 | 0.01 | 8 | 0.01 | 12-31-2023 |
HARTFORD FDS EXCHANGE TRADED | TOTAL RTRN ETF | 3 | $12,345,332 | 362,778 | 0.01 | 0.01 | -17,320 | -4.56 | 12-31-2023 |
VANGUARD INDEX FDS | TOTAL STK MKT | 4 | $9,921,004 | 41,822 | 0.01 | 0.01 | -1,308 | -3.03 | 12-31-2023 |